Real Time Meeting Transcription and AI Action Item Workflow

Real-Time Meeting Transcription and Action Item Generation

1. Meeting Preparation

1.1 Identify Meeting Objectives

Define the purpose and goals of the meeting to ensure focused discussions.

1.2 Select AI Transcription Tool

Choose an appropriate AI-driven transcription tool based on meeting requirements. Examples include:

• Otter.ai: Provides real-time transcription and speaker identification.
• Rev: Offers high-quality transcription with a quick turnaround.
• Microsoft Teams: Integrated transcription features for seamless collaboration.

2. Meeting Execution

2.1 Initiate AI Transcription

Start the selected transcription tool at the beginning of the meeting to capture dialogue in real time.

2.2 Monitor Transcription Quality

Assign a designated team member to ensure the transcription tool is functioning correctly and capturing key points accurately.

3. Post-Meeting Actions

3.1 Review Transcription

After the meeting, review the transcription for accuracy and clarity. Utilize AI tools like:

• Trint: Offers editing features to refine the transcription.
• Descript: Allows for easy editing and audio synchronization.

3.2 Generate Action Items

Utilize AI algorithms to analyze the transcription and extract action items. Tools such as:

• Fireflies.ai: Automatically highlights key tasks and assigns them to team members.
• Notion: Integrates with transcription tools to organize action items within project management workflows.

4. Distribution and Follow-Up

4.1 Share Transcription and Action Items

Distribute the finalized transcription and action items to all participants via email or collaboration platforms.

4.2 Schedule Follow-Up Meeting

Set a follow-up meeting to review the progress of action items and ensure accountability.

5. Continuous Improvement

5.1 Gather Feedback

Collect feedback from participants on the effectiveness of the transcription and action item generation process.

5.2 Optimize Workflow

Analyze feedback and make necessary adjustments to improve the workflow for future meetings.